Financial Solutions for Life
Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.
Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.
The expertise you want. The independent professional advice you need.
Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.
Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.
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This summer, Wealth Consultant Lorraine was appointed by North Carolina Governor Roy Cooper to the Supplemental Retirement Board of Trustees. This vital board oversees the NC 401(k)/457 plans and the NC 403(b) program for active and retired public employees. In North Carolina, 1 in 8 working citizens is a member of the NC Retirement Systems, ...
LifeTime Asset Management Wealth Consultant Lorraine Johnson was honored with the Bridging the Gap award at the 10th annual We Are 1 conference, as recognition of her work to help bridge racial divides in her community and her advocacy for equality. But while this award is a great honor, it’s also unwanted. Lorraine noted in ...
LifeTime Asset Management is proud to announce that our CEO Matt Glova was named to Forbes’ Top 1000 Next Generation Wealth Advisors List! The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors recognizes advisors born in 1980 or later with a minimum of four years of experience. Overall, 5,832 advisors were considered, ...
LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:
Meals on Wheels
Wounded Warrior Project
Tee it up! for a cure